• Applied Materials Inc. (AMAT $197.93)
  • $197.93 Fwd P/E: 24.08X Cap: $158.83B
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• KLA Corporation (KLAC $924.58)
  • $924.58 Fwd P/E: 33.63X Cap: $122.26B
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• MKS Inc. (MKSI $106.45)
  • $106.45 Fwd P/E: 31.78X Cap: $7.13B
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Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?

Thanks,

Lin

Upvote 1

Read Answer Asked by Lin on July 18, 2024

• Applied Materials Inc. (AMAT $197.93)
  • $197.93 Fwd P/E: 24.08X Cap: $158.83B
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• Lam Research Corporation (LRCX $101.73)
  • $101.73 Fwd P/E: 28.34X Cap: $130.12B
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• MKS Inc. (MKSI $106.45)
  • $106.45 Fwd P/E: 31.78X Cap: $7.13B
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• ASML Holding N.V. (ASML $801.93)
  • $801.93 Fwd P/E: 36.22X Cap: $315.38B
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Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!

Upvote 1

Read Answer Asked by Duane on April 29, 2024

• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.65X Cap: $2.38T
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• Atlassian Corporation (TEAM $187.01)
  • $187.01 Cap: $49.09B
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• MKS Inc. (MKSI $106.45)
  • $106.45 Fwd P/E: 31.78X Cap: $7.13B
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• Etsy Inc. (ETSY $57.87)
  • $57.87 Fwd P/E: 41.93X Cap: $6.03B
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• ASGN Incorporated (ASGN $48.62)
  • $48.62 Fwd P/E: 13.89X Cap: $2.12B
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Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?

Upvote 2

Read Answer Asked by Larry M. on January 12, 2024